$IREN

Also worth noting, $MSFT made a A$25B ($18B USD) commitment to Australia for AI infra, security and skills (April 2026) and Anthropic has a MOU for AI safety and research with the Australian government (March 2026). Given $IREN already have relationship with MSFT and likely been in ongoing talks with Anthropic given the size of their needs and IREN's capacity, could be some ties or interest already here.